Enter Relationship Data on the Import Template

To import relationships from one object to another, you must know both objects’ external reference IDs. If you’re importing relationships into objects that are being imported on the same spreadsheet, you can collect the reference IDs from the External Ref ID column from the object’s worksheet.

If the relationship data is being imported into existing objects (rather than a new object being imported on the same spreadsheet), you can retrieve the external reference IDs from a previous spreadsheet used to import the objects, from a spreadsheet generated by the Audit Trail feature, or by adding the External Reference ID data type to a report table.

The Person object type has a Last Known Location relationship saved to it, which pulls data from the Location object type. To import data into this relationship, you enter a Person object into the spreadsheet first (e.g. PERS-1/Melvin Jacks), which is the object that will display in the relationship, then enter the Location object (PLAC-1/City Shopping Mall), which is the object that the relationship will draw its data from. This will show that Melvin Jacks’ last known location was the City Shopping Mall.

Data entered into a relationship worksheet on the template.

To enter relationship data on the spreadsheet:

  1. Review the Important Notes section of the Data Import Overview article.
  2. Open the data import template. See the Create an Import Template article for instructions on generating this spreadsheet.
  3. Click relationship tab to open its worksheet. Tabs are generated in alphabetical order, with relationship tabs labelled with the monogram of the object type they're saved on and their object type group (e.g. R - Control). Object type tabs are highlighted. For information on entering object data, see the Enter New Object Data on the Import Spreadsheet article. Tabs on an import template spreadsheet. Object type tabs are highlighted (e.g. Risk and Risk Category) and the relationship tabs are labelled by their associated object type's monogram and object type group.
  4. On row 5, column A, under OB1 Ext Ref ID, enter the external reference ID of the object that has the relationship saved to it.
  5. On row 5, column C, under OB2 Ext Ref ID, enter the external reference ID of the object the relationship will pull data from.
    Object Name in columns B and D is for your reference only.
  6. Repeat the steps above to continue adding more relationship data to the spreadsheet, as needed. To import data into a different relationship, select the appropriate worksheet.Mapping a Company object to a Business Unit object.
  7. Save your changes.
  8. Upload the spreadsheet to complete the import.